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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-23 |
| GA | RA | APPROVED | 2019-04-17 |
Branch Locations
3030 Windy Hill Road, Marietta, GA 30067 • United States
Loganville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Snellville | GA | 12/2007 | Present |
| Bank Of America, N.A. | Snellville | GA | 12/2007 | Present |
I*134708 For profit or not for profit: For-Profit Organization Name of outside business organization: Project Cinco LLC Investment related: N Address of business: Conover, North Carolina 28613 Nature of business: LLC, Position, title, association: Other, member Start date of relationship: 11/13/2020 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Entity will be used to purchase properties (homes). Properties will be renovated and sold (by an outside real estate company). Responsibilities to provide funding and oversee renovation projects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-15 |
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